info@kredx.com 1800 419 4919

Highlights

Tailor-Made Portfolio

Customised approach to investment strategy and management

Fund Managers

Sebi-registered portfolio manager/fund manager with an extensive track record in managing investments and portfolios

Seasoned Financial Experts

Team of portfolio manager/fund manager with in-hand experience in the Indian market

Transparency & Quarterly Review

Quarterly portfolio information for enhanced transparency

What Is KredX’s PMS/Advisory Services?

KredX’s Portfolio Management and Advisory Services is a tailor-made professional service offered to cater to patrons’ specific investment objectives by connecting them with SEBI-registered portfolio managers/fund managers. The KredX platform acts as a marketplace wherein patrons can choose from leading portfolio managers/fund managers on the basis of their profile, investment strategies, and past performances.

How KredX’s Portfolio Management And Advisory Service Works?

Sign Up

Sign up / Log in to KredX platform and click on PMS/Advisory tab

Service Providers

Patrons can see the list of service providers present on the KredX platform

Select Service Provider

Upon selecting a particular service provider, patrons can click on “Inquire Now” tab

Get A Call-Back

Your KredX relationship manager will connect and guide you through the process


Download The KredX Invest App

Connect with SEBI-registered portfolio managers/fund managers to get tailor-made professional financial services.

Cater to your specific
investment goal

Track your investment
portfolio

Quarterly portfolio
information

Invest at the click
of a button

FAQ's

Portfolio Management & Advisory is an opportunity in different instruments like shares/stocks, fixed income, debt, cash, etc. managed by professional portfolio managers/fund managers. A PMS portfolio is managed by a portfolio manager/fund manager that can be customised to meet specific investment goals.

KredX's Portfolio Management and Advisory Services is a tailor-made professional service offered to cater to patron's specific investment objectives by connecting them with Sebi-registered portfolio managers/fund managers. KredX platform acts as a marketplace wherein patrons can choose from leading portfolio managers/fund managers basis their profile, investment strategies, and past performances.

Discretionary:
Under these services, the investment decisions' choice and timings rest solely with the Portfolio Manager.

Non-Discretionary:
Under these services, the portfolio manager only advises investment ideas; however, the choice and timings of the investment decision, rest solely with the investor. However, the execution of trade is fulfilled by the portfolio manager.

Advisory:
Under these services, the portfolio manager only advises investment ideas; however, the choice and the execution of the investment decision remains with the investor.